Watsco Inc
WSO- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0000105016
No open-market purchases or sales by Watsco Inc insiders were filed in the last 90 days; 787 institutions reported holding it in 13F filings for Q2 2026, worth $15.7B in total; superinvestors Markel Group and Giverny Capital hold it.
Other share classesWSO.B
13F holders, Q2 2022
Institutional positions in Watsco Inc as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 516
- +28 vs. Q1 2022
- Shares held
- 32.4M
- +1.53M (+5.0%) vs. Q1 2022
- Total value
- $7.74B
- −$1.66B (−17.7%) vs. Q1 2022
- New holders
- 84
- 200 more added
- Sold out
- 56
- 157 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WSO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 787 | $15.7B |
| Q1 2026 | 772 | $13.9B |
| Q4 2025 | 768 | $12.6B |
| Q3 2025 | 780 | $14.6B |
| Q2 2025 | 807 | $15.3B |
| Q1 2025 | 840 | $17.9B |
| Q4 2024 | 822 | $16.8B |
| Q3 2024 | 789 | $17.4B |
| Q2 2024 | 778 | $16.7B |
| Q1 2024 | 746 | $15.6B |
| Q4 2023 | 727 | $15.3B |
| Q3 2023 | 683 | $13.7B |
| Q2 2023 | 677 | $13.5B |
| Q1 2023 | 615 | $11.0B |
| Q4 2022 | 568 | $8.51B |
| Q3 2022 | 538 | $8.59B |
| Q2 2022 | 516 | $7.74B |
| Q1 2022 | 495 | $9.46B |
| Q4 2021 | 521 | $9.61B |
| Q3 2021 | 478 | $8.12B |
| Q2 2021 | 475 | $8.80B |
| Q1 2021 | 464 | $8.06B |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Watsco Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 24,605 | $5.88M | 0.05% | +859+3.6% | Added |
| Cubist Systematic Strategies, LLC | 24,635 | $5.88M | 0.04% | +15,779+178.2% | Added |
| Vestcor Inc | 25,094 | $5.99M | 0.22% | −759−2.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,384 | $6.06M | 0.07% | +1,712+7.2% | Added |
| Prospect Capital Advisors, LLC | 25,620 | $6.12M | 3.10% | +25,620 | New |
| Voloridge Investment Management, LLC | 25,968 | $6.20M | 0.03% | +18,493+247.4% | Added |
| Janney Montgomery Scott LLC | 27,503 | $6.57M | 0.03% | +18,090+192.2% | Added |
| Mutual of America Capital Management LLC | 27,725 | $6.62M | 0.08% | −2,389−7.9% | Reduced |
| Manufacturers Life Insurance Company, The | 27,865 | $6.65M | 0.00% | −98−0.4% | Reduced |
| River Road Asset Management, LLC | 30,397 | $7.26M | 0.10% | +30,397 | New |
| Wendell David Associates Inc | 30,440 | $7.27M | 0.92% | +1,715+6.0% | Added |
| Credit Suisse AG | 30,692 | $7.33M | 0.01% | −2,603−7.8% | Reduced |
| Citigroup Inc | 32,481 | $7.76M | 0.01% | −14,454−30.8% | Reduced |
| Bath Savings Trust Co | 34,878 | $8.33M | 1.09% | +2,552+7.9% | Added |
| 2Xideas AG | 35,375 | $8.45M | 0.77% | −6,268−15.1% | Reduced |
| Buckhead Capital Management LLC | 35,724 | $8.53M | 2.11% | +3,917+12.3% | Added |
| Cambiar Investors LLC | 35,950 | $8.59M | 0.38% | +35,950 | New |
| Balyasny Asset Management LLC | 36,056 | $8.61M | 0.04% | −4,207−10.4% | Reduced |
| Covington Investment Advisors Inc. | 36,875 | $8.81M | 2.23% | +28+0.1% | Added |
| State Board of Administration of Florida Retirement System | 37,086 | $8.86M | 0.02% | −1,100−2.9% | Reduced |
| Franklin Resources Inc | 37,303 | $8.91M | 0.00% | −21,053−36.1% | Reduced |
| Cynosure Management, LLC | 37,407 | $8.93M | 8.77% | +87+0.2% | Added |
| Frontier Wealth Management LLC | 37,864 | $9.04M | 0.66% | +11,428+43.2% | Added |
| Southernsun Asset Management, LLC | 38,694 | $9.24M | 1.15% | +120.0% | Added |
| Thrivent Financial for Lutherans | 39,664 | $9.47M | 0.03% | −5,371−11.9% | Reduced |
| Massachusetts Financial Services Co | 40,203 | $9.60M | 0.00% | −802−2.0% | Reduced |
| New York State Teachers Retirement System | 41,511 | $9.91M | 0.02% | −100−0.2% | Reduced |
| Grace & White Inc | 42,925 | $10.3M | 2.14% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 43,690 | $10.4M | 0.04% | +355+0.8% | Added |
| California State Teachers Retirement System | 44,309 | $10.6M | 0.02% | +303+0.7% | Added |
| Lighthouse Investment Partners, LLC | 47,074 | $11.2M | 4.62% | +47,074 | New |
| Fenimore Asset Management Inc | 47,815 | $11.4M | 0.32% | +47,815 | New |
| State of Wisconsin Investment Board | 48,720 | $11.6M | 0.03% | +5,868+13.7% | Added |
| Ameriprise Financial Inc | 51,205 | $12.2M | 0.00% | −113−0.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 51,300 | $12.3M | 1.82% | +6,300+14.0% | Added |
| Truist Financial Corp | 54,858 | $13.1M | 0.02% | +11,129+25.4% | Added |
| American International Group, Inc. | 54,882 | $13.1M | 0.09% | −1,062−1.9% | Reduced |
| Baskin Financial Services Inc. | 57,175 | $13.7M | 1.48% | −986−1.7% | Reduced |
| LaFleur & Godfrey LLC | 57,260 | $13.7M | 2.16% | +15,413+36.8% | Added |
| DnB Asset Management AS | 57,803 | $13.8M | 0.10% | +53+0.1% | Added |
| Millennium Management LLC | 58,699 | $14.0M | 0.02% | +56,430+2,487.0% | Added |
| UBS Asset Management Americas Inc | 60,540 | $14.5M | 0.01% | −2,739−4.3% | Reduced |
| New York State Common Retirement Fund | 61,517 | $14.7M | 0.02% | −3,444−5.3% | Reduced |
| Alliancebernstein L.P. | 62,988 | $15.0M | 0.01% | +12,759+25.4% | Added |
| Los Angeles Capital Management LLC | 63,194 | $15.1M | 0.07% | −1,107−1.7% | Reduced |
| Pembroke Management, LTD | 64,663 | $15.4M | 1.60% | +19,086+41.9% | Added |
| JPMorgan Chase & Co | 65,452 | $15.6M | 0.00% | +19,273+41.7% | Added |
| Sandler Capital Management | 67,075 | $16.0M | 2.47% | −29,001−30.2% | Reduced |
| California Public Employees Retirement System | 68,131 | $16.3M | 0.02% | −1,850−2.6% | Reduced |
| AQR Capital Management LLC | 69,371 | $16.4M | 0.04% | −41,346−37.3% | Reduced |
| Stifel Financial Corp | 71,009 | $17.0M | 0.03% | +41,339+139.3% | Added |
| RMB Capital Management, LLC | 71,023 | $17.0M | 0.58% | +17,508+32.7% | Added |
| Conestoga Capital Advisors, LLC | 73,457 | $17.5M | 0.32% | −100−0.1% | Reduced |
| First Republic Investment Management, Inc. | 74,436 | $17.8M | 0.05% | −1,904−2.5% | Reduced |
| Ninety One UK Ltd | 74,900 | $17.9M | 0.05% | −15,775−17.4% | Reduced |
| Geneva Capital Management LLC | 75,592 | $18.1M | 0.42% | −461−0.6% | Reduced |
| Swiss National Bank | 77,844 | $18.6M | 0.01% | −300−0.4% | Reduced |
| Legal & General Group Plc | 79,778 | $19.1M | 0.01% | +1,940+2.5% | Added |
| Nuveen Asset Management, LLC | 91,685 | $21.9M | 0.01% | −26,145−22.2% | Reduced |
| Kames Capital plc | 92,744 | $22.1M | 0.42% | −16,012−14.7% | Reduced |
| Royal Bank of Canada | 94,976 | $22.7M | 0.01% | +40,019+72.8% | Added |
| Baird Financial Group, Inc. | 97,864 | $23.4M | 0.06% | +10,006+11.4% | Added |
| Renaissance Technologies LLC | 97,900 | $23.4M | 0.03% | −21,300−17.9% | Reduced |
| Capital Advisors Inc | 106,516 | $25.4M | 0.76% | +10,288+10.7% | Added |
| Motley Fool Wealth Management, LLC | 107,746 | $25.7M | 1.62% | −3,929−3.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 109,250 | $26.1M | 0.35% | +20,200+22.7% | Added |
| Rhumbline Advisers | 109,288 | $26.1M | 0.04% | +8,897+8.9% | Added |
| Envestnet Asset Management Inc | 114,003 | $27.2M | 0.02% | +40,466+55.0% | Added |
| Invesco Ltd. | 116,453 | $27.8M | 0.01% | −21,006−15.3% | Reduced |
| Riverbridge Partners LLC | 116,887 | $27.9M | 0.45% | −27,839−19.2% | Reduced |
| Washington Trust Co | 128,943 | $30.8M | 1.45% | −954−0.7% | Reduced |
| Natixis Advisors, L.P. | 129,657 | $31.0M | 0.14% | +3,081+2.4% | Added |
| Principal Financial Group Inc | 131,136 | $31.3M | 0.02% | +18,864+16.8% | Added |
| Handelsbanken Fonder AB | 141,958 | $33.9M | 0.22% | +7,400+5.5% | Added |
| GW&K Investment Management, LLC | 149,337 | $35.7M | 0.38% | +763+0.5% | Added |
| Eaton Vance Management | 149,394 | $35.7M | 0.05% | −8,074−5.1% | Reduced |
| Howland Capital Management LLC | 157,602 | $37.6M | 2.31% | +658+0.4% | Added |
| Victory Capital Management Inc | 162,267 | $38.8M | 0.04% | +26,745+19.7% | Added |
| Motley Fool Asset Management LLC | 159,515 | $39.0M | 3.67% | −8,785−5.2% | Reduced |
| Premier Fund Managers Ltd | 165,000 | $39.3M | 1.74% | 00.0% | Unchanged |
| Dearborn Partners LLC | 172,952 | $41.3M | 1.74% | −737−0.4% | Reduced |
| Macquarie Group Ltd | 173,606 | $41.5M | 0.05% | +7,354+4.4% | Added |
| Goldman Sachs Group Inc | 178,531 | $42.6M | 0.01% | −5,860−3.2% | Reduced |
| Nordea Investment Management AB | 182,004 | $43.1M | 0.06% | −23,684−11.5% | Reduced |
| Bank of America Corp | 186,687 | $44.6M | 0.01% | +2,250+1.2% | Added |
| Norges Bank | 213,283 | $50.9M | 0.01% | −31,759−13.0% | Reduced |
| Welch & Forbes LLC | 215,661 | $51.5M | 0.94% | +4,030+1.9% | Added |
| Bahl & Gaynor Inc | 229,213 | $54.7M | 0.36% | +17,667+8.4% | Added |
| Anchor Capital Advisors LLC | 231,757 | $55.3M | 1.40% | −2,053−0.9% | Reduced |
| Dimensional Fund Advisors LP | 235,359 | $56.2M | 0.02% | +6,777+3.0% | Added |
| Raymond James & Associates | 252,430 | $60.3M | 0.06% | +48,824+24.0% | Added |
| Schroder Investment Management Group | 262,821 | $62.5M | 0.10% | +142,292+118.1% | Added |
| Northern Trust Corp | 266,075 | $63.5M | 0.01% | −34,137−11.4% | Reduced |
| Caledonia Investments PLC | 268,784 | $64.2M | 10.86% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 268,820 | $64.2M | 0.01% | +36,010+15.5% | Added |
| Swedbank AB | 297,900 | $71.1M | 0.16% | −55,200−15.6% | Reduced |
| Morgan Stanley | 301,355 | $72.0M | 0.01% | +116,926+63.4% | Added |
| First Trust Advisors LP | 346,174 | $82.7M | 0.10% | +100,266+40.8% | Added |
| Boston Financial Mangement LLC | 360,565 | $86.1M | 3.71% | +550+0.2% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 443,750 | $106.0M | 1.52% | +25,000+6.0% | Added |